See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,029 | $154,117-18.9% | $129,995-3.8% | $139,434-10.3% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.3pp | 80.3%+13.4pp |
| Annual return | 18.63% | 32.48%-13.8pp | -137.18%+155.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,346 | $5,289-74.5% | $4,320-68.8% | $4,751-71.7% |
| Participant deferral / active EE | $5,988 | $6,710-10.8% | $5,820+2.9% | $6,710-10.8% |
| Admin fee / account holder | $1,428 | $14,007-89.8% | $10,614-86.6% | $11,403-87.5% |